Adding Variable Quantity and Optional Products makes your pricing tables more flexible and interactive.
You can give your customers control to choose quantities or add optional items — perfect for upselling, add-ons, or service customization.
These options are enabled directly from the product row settings inside your Pricing Table.
Step 1: Open your Pricing Table
Click inside your Pricing Table in the Editor.
Hover over a product row to see the Formatting Bar appear at the top of the table.
Click on the row menu (⋯) or the gear icon next to your product line.
This opens the product settings panel where you can enable interactive options.
Step 2: Enable Variable Quantity
The Variable Quantity setting allows recipients to increase or decrease the number of units for a product directly in the document.
To enable it:
Click the product row where you want flexibility.
Open the product settings.
Toggle Variable quantity ON.
When activated, recipients will see a small quantity selector in your pricing table during document viewing.
Use case examples:
License-based pricing (e.g., “Add seats or licenses”).
Service packages billed by hours or units.
Volume discounts.
Step 3: Enable Optional Products
Optional Products allow recipients to select or deselect specific items in your quote before signing.
To enable it:
Click the product row you want to make optional.
Open the product settings.
Toggle Optional product ON.
When recipients view the document, they’ll see a checkbox next to the product name.
If selected, that item will be included in the total; if left unchecked, it won’t.
Use case examples:
Add-ons such as extended warranty, premium support, or setup services.
Bundle deals where clients can select preferred options.
Step 4: Preview recipient experience
Click Preview at the top of the Editor to see how it looks for your recipients.
Quantities can be increased or decreased within defined limits.
Optional products can be toggled on or off before signing.
The Pricing Summary updates automatically to reflect the selected options.
This makes your pricing more transparent and gives buyers control — while keeping calculations automated.
Best practice
Use Variable Quantity for flexible pricing, like user-based models.
Use Optional Products for upselling or add-on offers.
Keep optional items clearly labeled so recipients understand they’re not included by default.
Combine both for maximum flexibility (e.g., “Add more licenses” + “Include onboarding package”).
Next step
Continue to Pricing Table Summary to learn how to consolidate totals and create a single summary for your full pricing structure.